PLANCO Company

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PLANCO Employees

Employee
Years
Job
Industry
Ray M. Smith Ray M. Smith Greater Seattle Area Details
Ray M. Smith's PLANCO Experience June 1986 - January 1990
Job Marketing Director, TCW/MetWest Investment Management
Industry Investment Management
Experience
TCW/MetWest   January 2009 - Present
Citigroup & Legg Mason Asset Management   December 1997 - February 2007
AIM Management  November 1994 - December 1997
SunAmerica  August 1990 - November 1994
PLANCO   June 1986 - January 1990

Skills
Mutual Funds, Fixed Income, Equities, Portfolio Management, Investment Management, Emerging Markets, Alternative Investments, Series 7, Series 63, Asset Managment, Hedge Funds, Investment Strategies, Series 24, Wealth Management, Investments, Separately Managed..., ETFs, Financial Markets, Bonds, Wealth Management..., Relationship Management, Fund Of Funds, Wholesale, Financial Advisory, Variable Annuities, Asset Allocation, Investment Advisory, FINRA, Asset Management, Securities, Uniform Combined State..., Series 65

Education
University of Maryland College Park   1980 — 1984
BS, Finance and Journalism

Jeff Grant Jeff Grant Greater Boston Area Details
Jeff Grant's PLANCO Experience 1997 - 1999
Job National Sales Manager, Insurance and Annuities at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  July 2012 - Present
Sun Life Financial  2008 - March 2012
Lincoln Financial Group  2007 - 2008
Lincoln Financial Group  2006 - 2007
Lincoln Financial Group  2005 - 2006
AIG SunAmerica  2003 - 2005
AIG SunAmerica  2002 - 2003
AIG SunAmerica  1999 - 2002
PLANCO   1997 - 1999

Skills
Series 63, Series 65, Series 7, Series 26, Mutual Funds, Annuities, Strategic Planning, Sales Management, Retirement Planning, Insurance, Long Term Care, New Business Development, Investments, Wealth Management, Customer Relations, Team Building, Financial Planning, Securities, Marketing Strategy, Asset Management

Education
University of Missouri-Columbia   1987 — 1991
BSBA, Marketing

Ed Miller, ChFC, CLU, CBC Ed Miller, ChFC, CLU, CBC Raleigh-Durham, North Carolina Area Details
Ed Miller, ChFC, CLU, CBC's PLANCO Experience 1994 - 1996
Job Divisional Sales Manager at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial  December 2001 - Present
Nationwide Financial  1998 - 2001
Endeavor Group  1996 - 1998
PLANCO   1994 - 1996

Skills
Series 63, Series 7, Series 6, Annuities, Wholesaling, Mutual Funds, Retirement Planning, Sales Management

Education
University of North Carolina at Chapel Hill   1983 — 1988
Bachelor of Arts, Political Science

Ben Volok Ben Volok Greater Denver Area Details
Ben Volok's PLANCO Experience 2001 - 2010
Job Regional Vice President at CION Securities, LLC
Industry Financial Services
Experience
CION Securities, LLC   February 2013 - Present
Sun Life Financial  March 2010 - December 2011
PLANCO/The Hartford  September 2001 - March 2010
PLANCO   2001 - 2010

Skills
Series 7, Variable Annuities, Fixed Annuities, Series 6, Series 63, Marketing, Sales, Retirement, 401k, Life Insurance, Portfolio Management, Long-term Care, Sales Presentations, Alternative Investments

Education
University of Pittsburgh   1997 — 2001
BSBA, Finance

George Washington High School

Brian McArthur Brian McArthur Greater San Diego Area Details
Brian McArthur's PLANCO Experience January 2002 - February 2005
Job Regional Marketing Director at Lincoln Financial Distributors, Inc. / Moneyguard
Industry Financial Services
Experience
Lincoln Financial Distributors  August 2013 - Present
Incapital  July 2012 - August 2013
WBI Investments  August 2011 - July 2012
Sun Life Financial  February 2005 - September 2011
PLANCO   January 2002 - February 2005
AIG SunAmerica  January 2000 - January 2002
SunAmerica  January 2000 - December 2001

Skills
Series 7, Series 63, Separately Managed..., Fixed Annuities, Retirement Planning, Series 6, Mutual Funds, Life Insurance, Variable Annuities, Alternative Investments, Financial Advisory, Retirement, Financial Services, Asset Allocation, 401k, Insurance, Series 65, FINRA

Education
University of San Diego   1995 — 1998
Bachelor's, Business Administration

Connetquot High School   1990 — 1993
Suffolk County Community College, Associates Degree in Business Administration

Ed Landry Ed Landry Greater New Orleans Area Details
Ed Landry's PLANCO Experience May 2005 - November 2008
Job Financial Advisor
Industry Financial Services
Experience
Compass Capital Mgmt  December 2008 - Present
PLANCO   May 2005 - November 2008
US Airways  May 1984 - April 2005

Education
University of New Orleans   1982 — 1986
Finance

Lynn MacDonald Lynn MacDonald Greater Philadelphia Area Details
Lynn MacDonald's PLANCO Experience Data Warehouse and Business intelligence MgrThe Hartford2003 - 2015
Job Mgr Datawarehouse & BI Analytics at HartfordFunds
Industry Financial Services
Experience
PLANCO   Data Warehouse and Business intelligence MgrThe Hartford2003 - 2015
The Hartford  2003 - 2015
The Hartford  2003 - 2015
The Hartford  2003 - 2015
Applied Data Research/Computer Associates   1983 - 1995
McGraw-Hill  1980 - 1981
UniColl   1973 - 1977

Skills
Business Intelligence, Enterprise Architecture

Education
University of Pennsylvania

Tess Farris Montgomery Tess Farris Montgomery Louisville, Kentucky Area Details
Tess Farris Montgomery's PLANCO Experience 2000 - 2003
Job Registered Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  2015 - Present
Private Client Services / Kentucky Financial Group, Inc.   2012 - 2015
Genworth Financial  2005 - 2011
Physicians Insurance Consultants   2003 - 2005
PLANCO   2000 - 2003

Skills
Sales, Sales Operations, Training, Financial Services, Microsoft Excel, Fixed Annuities, Marketing, Analysis, Employee Benefits, Investments, Insurance, Management, Mutual Funds, Life Insurance

Education
Bon Secours Memorial School of Nursing   2009 — 2011

University of Richmond   2005 — 2009

Karen Farley Karen Farley Greater Philadelphia Area Details
Karen Farley's PLANCO Experience January 2000 - February 2005
Job VP, National Account Manager at AXA Distributors
Industry Financial Services
Experience
AXA Distributors  February 2005 - Present
AXA-Equitable  2005 - Present
PLANCO   January 2000 - February 2005
PLANCO / The Hartford   2000 - 2005

Skills
Mutual Funds, Series 63, Relationship Management, Series 7, Fixed Annuities, National Accounts, Leadership, Series 6, Retirement, Retirement Planning, 401k, Insurance, Asset Allocation, Alternative Investments

Education
University of Florida   1984 — 1987
Finance, Finance/Accounting

Douglas Gresham Douglas Gresham Greensboro/Winston-Salem, North Carolina Area Details
Douglas Gresham's PLANCO Experience September 2001 - October 2005
Job Regional Vice President at AXA Equitable
Industry Financial Services
Experience
AXA Equitable  Regional Vice PresidentAXA EquitableOctober 2005 - January 2009
PLANCO   September 2001 - October 2005

Education
University of North Carolina at Chapel Hill   1987 — 1991
BA, Political Science

Matt Lancaster Matt Lancaster Le Mars, Iowa Details
Matt Lancaster's PLANCO Experience December 2007 - November 2008
Job Insurance Agent at AmBank Insurance Services
Industry Insurance
Experience
AmBank Insurance Services   June 2014 - Present
The Hartford  December 2010 - May 2014
The Hartford  November 2008 - December 2010
PLANCO   December 2007 - November 2008
Le Mars Family YMCA   August 2007 - November 2007

Skills
Customer Service, Problem Solving, Mutual Funds, Investments, Research, Insurance, Property & Casualty..., Commercial Insurance

Education
University of Iowa - Henry B. Tippie College of Business   2003 — 2007
BBA, Marketing, Management Information Systems

Farm academy

Farm academy

Chris Nowell Chris Nowell Greater Philadelphia Area Details
Chris Nowell's PLANCO Experience June 2007 - November 2008
Job Manager, Internal Sales at Prudential Annuities
Industry Financial Services
Experience
Prudential Financial  June 2015 - Present
Prudential Financial  April 2013 - June 2015
Prudential Financial  May 2012 - April 2013
The Hartford  October 2010 - April 2012
Barnes Distribution  January 2010 - June 2010
Continental Midtown   July 2009 - January 2010
Kildare's Irish Pub  August 2004 - July 2009
PLANCO   June 2007 - November 2008

Skills
Consultative Selling, Customer Service, New Business Development, Sales Support, Series 6, Series 63, Retirement Planning, Variable Annuities, Retirement

Education
University of Delaware   1998 — 2003
Bachelor's, Computer and Information Sciences

Kiely Fagan Kiely Fagan Greater Philadelphia Area Details
Kiely Fagan's PLANCO Experience May 2008 - August 2008
Job Manager of Financial Operations at Elemica
Industry Information Technology and Services
Experience
Elemica  April 2014 - Present
Elemica  September 2009 - March 2014
Devon Consulting  June 2009 - August 2009
University of Pittsburgh  February 2008 - April 2009
PLANCO   May 2008 - August 2008

Skills
Financial Analysis, Financial Modeling, Analysis, Financial Reporting, Accounting, Leadership, Finance, Microsoft Excel

Education
University of Pittsburgh   2005 — 2009
Bachelor of Science, Finance, Economics

Merion Mercy Academy   2001 — 2005

Dave Lacusky Dave Lacusky Greater Philadelphia Area Details
Dave Lacusky's PLANCO Experience 2000 - 2004
Job SVP & NSM, Stadion Money Management
Industry Investment Management
Experience
Stadion Money Management  March 2013 - Present
Forethought Financial Group, Inc.   January 2013 - February 2013
The Hartford  September 2008 - December 2012
The Hartford  2006 - 2008
The Hartford  2004 - 2006
PLANCO   2000 - 2004
PLANCO   1997 - 2000

Skills
Series 63, Series 6, Fixed Annuities, Mutual Funds, Variable Annuities, Retirement Planning, Series 65, Retirement, Series 24, FINRA, Media Skills Training, 401k

Education
Florida Atlantic University   1989 — 1992
Bachelor of Business Administration (B.B.A.), Marketing

University of Florida   1986 — 1987
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services

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